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GoalVest Advisory’s SFL Corp SFL Stock Holding History

GoalVest Advisory’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,500
Closed -$48.6K – 552
2026
Q1 		$48.6K Hold
4,500
– – 0.01% 228
2025
Q4 		$35.1K Buy
4,500
+1,000
+29% +$7.68K 0.01% 276
2025
Q3 		$26.4K Hold
3,500
– – 0.01% 276
2025
Q2 		$29.2K Buy
3,500
+1,000
+40% +$8.3K 0.01% 251
2025
Q1 		$20.5K Hold
2,500
– – 0.01% 238
2024
Q4 		$25.6K Hold
2,500
– – 0.01% 229
2024
Q3 		$28.9K Hold
2,500
– – 0.01% 232
2024
Q2 		$34.7K Hold
2,500
– – 0.01% 196
2024
Q1 		$33K Buy
+2,500
New +$31.5K 0.01% 223

Other funds holding SFL

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

GoalVest Advisory's SFL Position: Q2 2026 in Review

GoalVest Advisory sold out of SFL Corp (SFL) in Q2 2026, closing a stake of 4,500 shares — an estimated $48.6K sold.

GoalVest Advisory first reported a position in SFL in Q1 2024 and held it in 9 quarters. The position peaked at $48.6K in Q1 2026. 16 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

  • GoalVest Advisory reported no remaining SFL Corp position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 4,500 SFL Corp shares in Q2 2026, an estimated $48.6K.
  • GoalVest Advisory first reported a position in SFL Corp in Q1 2024 and held it in 9 quarters.
  • GoalVest Advisory's SFL Corp position peaked at $48.6K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.